DigiCo REIT - The Negatives - Not All Engines Are Firing
DigiCo REIT (DIGICO AU) aims to raise over US$1bn in its Australian IPO. In this note, we talk about the not-so-positive aspects of the deal.
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DigiCo REIT - The Positives - Hot Sector with Built in Growth
DigiCo REIT (DIGICO AU) aims to raise over US$1bn in its Australian IPO. In this note, we talk about the positive aspects of the deal.
352 Views
Cuscal IPO - Peers Have Traded Up, Decent Margin of Safety from Here
Cuscal (1229Z AU) is looking to raise A$337m (US$218m) in its Australia IPO. In this note, we look at the updates since our last look-through and...
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ASX Short Interest Weekly (Oct 18th): Fortescue, Australia And New Zealand Banking, Evolution Mining
We analyzed ASX short interest report for the past week and highlight short interest changes in Fortescue, Australia And New Zealand Banking,...
366 Views
Infratil Placement - Riding the AI Wave, but Deal Timing Seems Opportunistic
Infratil Ltd (IFT NZ) aims to raise around US$613m (NZ$1bn) via an institutional placement. In this note, we talk about the deal dynamics and run...
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